Ifm Investors Adds $1M in Amphenol Corporation ($APH)
Ifm Investors added 8,363 shares to its Amphenol holdings, marking a 3.58% increase.
Key Points
- Ifm Investors boosted its stake in Amphenol Corporation by 8,363 shares, bringing its total to 241,948 shares valued at approximately $39.67 million.
- Amphenol's stock, trading at $163.96, has a market cap of $201.71 billion and a P/E ratio of 47.11.
- Recent insider buying at Amphenol included CEO Richard Norwitt acquiring 464,989 shares on May 22, 2026.
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Ifm Investors has increased its stake in Amphenol Corporation (NYSE:APH) according to a recent SEC filing. The fund added 8,363 shares during the reporting period, bringing its total holdings to 241,948 shares, valued at approximately $39.67 million. This move represents a 3.58% increase from its previous position.
Ifm Investors vs. the S&P 500
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What Changed in Ifm Investors' Amphenol Position
Ifm Investors grew its stake in Amphenol by 8,363 shares, raising its total to 241,948 shares. This marks a 3.58% increase from the previous count of 233,585 shares, reflecting a continued interest in the company, valued at roughly $39.67 million as of the filing.
Other Institutional Activity in Amphenol
BlackRock, Inc. reduced its holdings in Amphenol by 4,171,540 shares, leaving it with 101,966,066 shares valued at about $12.88 billion. Vanguard Capital Management LLC established a new position with 79,875,456 shares worth approximately $10.09 billion. FMR LLC trimmed its stake by 6,943,274 shares, resulting in 79,477,521 shares valued at around $10.04 billion. State Street Corp added 482,820 shares, ending with 57,396,418 shares valued at about $7.27 billion. Meanwhile, JPMorgan Chase & Co significantly increased its holdings by 14,945,430 shares, totaling 49,270,578 shares worth approximately $5.87 billion.
Amphenol Corporation Stock Up 11.8%
Shares of Amphenol Corporation (NYSE:APH) traded near $163.96. The company boasts a market capitalization of $201.71 billion and a P/E ratio of 47.11, with a forward P/E of 28.84. The stock's beta is 1.275, indicating moderate volatility. Over the past year, the stock has ranged from $92.98 to $167.04, with a 50-day moving average of $142.66 and a 200-day moving average of $136.54. Amphenol maintains a current ratio of 1.71 and a quick ratio of 1.17, alongside a debt-to-equity ratio of 133.05.
$APH stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Amphenol reported revenue of $25.90 billion, reflecting a growth rate of 0.58%. The company achieved a net margin of 17.24% and a return on equity of 36.83%. Earnings per share stood at $3.48. The next earnings report is scheduled for July 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 11.3%. Revenue beat estimates by 6.5%.
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Profit surprise
EBITDA beat by 10 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
5 target raises.
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Earnings quality
Gross margin up 2.6 points. Operating margin up 1.8 points. Positive free cash flow.
Earnings Call Summary
Amphenol delivered record $7.6 billion revenue in Q1 2026, up 58 percent year over year with organic growth of 33 percent. IT datacom surged 81 percent organically driven by AI demand and now represents 41 percent of sales. The company booked record $9.4 billion in orders with a 1.24 to 1 book-to-bill ratio. Adjusted operating margins hit 27.3 percent despite CommScope acquisition being margin dilutive. Management is confident in long-term AI data center opportunity with broad product portfolio including copper, power and optical solutions.
Guidance Management guided Q2 revenue of $8.1 to $8.2 billion and adjusted EPS of $1.14 to $1.16, representing 43 to 45 percent sales growth and 41 to 43 percent EPS growth versus last year. They expect IT datacom to grow low teens sequentially as AI data center investments accelerate.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
Amphenol offers an annual dividend of $1.00 per share, yielding 0.63%. The dividend payout ratio is 23.85%, indicating a sustainable dividend policy.
Insider Buying and Selling at Amphenol Corporation
On May 22, 2026, several insiders, including CEO Richard Adam Norwitt, acquired shares of Amphenol. Norwitt purchased 464,989 shares, while other executives like Michael Ivas and Craig Lampo also bought significant amounts. These transactions were not part of a pre-planned trading program.
Analysts Set New Price Targets
Barclays maintained its 'buy' rating for Amphenol with a target price of $180 on May 4, 2026. On April 30, JP Morgan and UBS also reiterated their 'buy' ratings, setting target prices at $200 and $178, respectively. The consensus among 18 analysts is a 'buy' rating, with a mean target price of $183.28.
About Amphenol Corporation
Amphenol Corporation, headquartered in Wallingford, Connecticut, designs and manufactures electrical, electronic, and fiber optic connectors. It operates through segments like Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company serves various markets, including automotive, aerospace, defense, and IT, with a workforce of 170,000 employees worldwide.
Bottom Line
Ifm Investors' increase in its Amphenol stake signals confidence in the company's prospects. Amphenol's solid financials and broad market presence make it a notable player in the electronic components industry. As always, remember that 13F filings are historical and may not reflect current positions.
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